Carmignac's Muhammed Yesilhark to discuss European equities in Milan

Carmignac Gestion’s head of European Equities and fund manager will explain why stock picking is crucial in this environment at InvestmentEurope’s Fund Selector Forum Italy in June.

After an impressive recovery across equity markets since March 2009, absolute valuations are now less appealing. From a macroeconomic point of view, several factors such as geo-political tensions in Ukraine and deflationary risk in Europe require close attention.

Muhammed Yesilhark, head of the European equity team at Carmignac Gestion and portfolio manager of Carmignac Euro-Patrimoine will tackle the issue at InvestmentEurope‘s second event of the year in Milan, which will be held on 13 June at the Four Seasons Hotel.

During his presentation, Muhammed Yesilhark will highlight the benefits of an approach focused on asymmetric risk/reward situations with a clear path to value crystallization in order to deliver positive risk adjusted returns irrespective of market conditions.

Before joining Carmignac Gestion, the fund manager started as an analyst at Lazard in Frankfurt. He then helped to build York Capital’s hedge fund business for five years before joining SAC in 2009. He studied Finance and Management at the European School of Business in Reutlingen.

Muhammed Yesilhark London runs the Carmignac Grande Europe fund and the long-short Carmignac Euro-Patrimoine fund.